There are only three levels to losing control of your business:
Level 1 - You get owned by the business itself
Level 2 - You get owned by private equity
Level 3 - You get owned by tech
All three end the same way: burned out or under paid.
BREAKING: Michael Burry says interest rates don't even need to rise for private equity and private credit to face disaster within 2-3 years.
He says private credit funds half of all AI data centers. Over 3,000 private equity firms haven't done a deal since 2021.
And Higher rates make old deals expensive to refinance now.
A few months back I flipped my $BABA stock into a large $JD position. I will not flip any of that back to #Alibaba, as issuing shares is now its new paradigm. It would have to fall by half from here for me to look at if again.
i think a lot of people misunderstand wealth.
it’s not the rolex.
it’s not the lambo.
it’s not the $2M house.
it’s waking up on a monday morning and not having to worry about paying extra for guac at chipotle.
🚨 🇺🇸 THE PETRODOLLAR CRISIS JUST ENTERED PANIC PHASE
This was never only about Iran
PROFESSOR JIANG (ANALYST WHO PREDICTED THIS WAR) NOW SAYS THE PETRODOLLAR COLLAPSE IS IMMINENT AND AMERICA HAS NO WAY OUT
Today, the U.S. Strategic Petroleum Reserve fell below 300 million barrels for the first time since 1983
TRUMP:
“We would have run out of oil reserves in about four weeks”
And now Iran has issued its most serious threat yet:
“If the U.S. does not leave the Middle East completely, every barrel of oil will be forced to trade in Chinese yuan”
That would give China and BRICS exactly what they have spent years preparing for
A global oil market no longer dependent on the dollar.
Central banks are already accumulating gold at a historic pace
Meanwhile, Japan’s yen carry trade is starting to unwind
U.S. interventions are failing, and Scott Bessent has warned that without expanded FIMA support, Japan could begin selling U.S. Treasuries.
Two pillars of the dollar system are now under pressure at the same time:
OIL → MOVING TOWARD THE YUAN
GLOBAL LIQUIDITY → MOVING AWAY FROM U.S. DEBT
The dollar does not need another currency to replace it overnight
It only needs the system supporting it to begin falling apart